Your pipeline, unified
Contacts, companies, deals, and customers live in one connected CRM — and because it is native to FinCraftly, your AI agents can read and update it as they work.
CRM — inside the platform
Contacts, companies, and deals in one place
The CRM is the system of record at the center of FinCraftly. Every contact, company, and deal lives here, connected to the invoices, emails, and activity that surround them.
The difference is that it is not just for people. Your AI workforce reads and writes the same CRM — FinLead adds leads, FinMail logs conversations, Hydra moves deals — so the record stays current without anyone updating it by hand.
Built to do the work
One connected record
Contacts, companies, deals, and customers, linked together.
A pipeline you can see
Track every deal through its stages at a glance.
Agent-readable
Your AI workforce reads and updates the CRM as it works.
Tied to the money
Deals connect to invoices, billing, and reports natively.
Three steps, start to finish
Bring in your data
Import contacts and companies, or let FinLead populate them.
Track the pipeline
Move deals through stages and keep the full history in one place.
Let agents keep it live
The AI workforce updates records as work happens around them.
Put CRM to work
Start free and let your AI workforce run crm for you — or see the whole platform in a live demo.